CBIZ · 11 hours ago

Manager | Sponsor Coverage (Remote)

San Francisco, CA

Full-time

Remote

Mid, Senior Level

$125K/yr - $200K/yr

5+ years exp

Maximize your interview chances

Bookkeeping and PayrollManagement Consulting

Actively Hiring

Insider Connection @CBIZ

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Identify, network into, and establish relationships with deal team professionals at private equity firms, investment banking firms, and other M&A constituents

Nurture and leverage existing firm relationships to expand contacts within a PE or IB group

Prepare for telephonic and in person meetings by completing information sheets necessary to conduct successful calls/meetings

Schedule, participate in, and lead follow up on telephonic and in person meetings

Log and update all data tracking fields in SalesForce after telephonic and in person meetings

Log and track advancement of individual professionals along our sales cycle continuum

Use tools including PitchBook, LinkedIn etc. to navigate

Send best practice emails to probe for needs where CBIZ Private Equity Advisory can deliver solutions

Attend industry events as necessary to market CBIZ Private Equity Advisory and optimize brand awareness

Work with Marketing to follow up on specific lead generation campaigns

Present actionable business intelligence off fund news to properly stay top of mind and advance more individuals at more funds

Learn and maintain in-depth knowledge of new services, industry trends and competition

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Client serviceBusiness developmentMiddle market M&ASalesforce.comMicrosoft WordMicrosoft ExcelMicrosoft PowerPointPitchBookTenacity